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Kern Whelan Capital

Kern Whelan Capital

Larkspur, Californiakernwhelan.com

Overview

Kern Whelan Capital is a private equity firm that manages a diversified investment portfolio stretching from new ventures to established and profitable businesses across many industry sectors. They invest in only a few companies each year and partner with outstanding management teams for the long term. The firm was founded in 2007 and is based in Larkspur, California.

Year Founded

2007

Portfolio Companies

3

Investments

Kern Whelan Capital investments
CompanyDateStageLead
Concentric AnalgesicsMay 2019Series BCo-investor
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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Kern Whelan Capital based?

Kern Whelan Capital is headquartered in Larkspur, California, United States.

When was Kern Whelan Capital founded?

Kern Whelan Capital was founded in 2007.

How many portfolio companies does Kern Whelan Capital have?

Kern Whelan Capital has 3 portfolio companies in Caplight's dataset.

What are some companies in Kern Whelan Capital's portfolio?

Portfolio companies visible on Caplight include Concentric Analgesics.

What was Kern Whelan Capital's most recent investment shown here?

Kern Whelan Capital's most recent investment in this portfolio sample was in Concentric Analgesics in 2019.

What sectors does Kern Whelan Capital focus on?

Kern Whelan Capital focuses on Healthcare & Life Sciences, FinTech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure.

What company stages does Kern Whelan Capital focus on?

Kern Whelan Capital typically invests at the Early stage.

What is Kern Whelan Capital's AUM?

Kern Whelan Capital's assets under management are estimated between $0.0 and $50.0M.

Firmographic Details

HeadquartersLarkspur, California
Year Founded2007

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